Bilingual Investment Services Representative – RBC Direct Investing
| Company | Royal Bank of Canada |
|---|---|
| Location | Montreal, QC, Canada, Winnipeg, MB, Canada, Calgary, AB, Canada, Mississauga, ON, Canada, Dieppe, NB, Canada, Vancouver, BC, Canada, Halifax Regional Municipality, NS, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Ability to work independently with proven time management, organizational, problem-solving skills and the ability to multi task
- successful completion of the CSC level 1
- University or College degree/diploma or a minimum of 1 year of relevant business experience in a client service role, driven to help meet clients’ needs
- Strong English communication (verbal, written, and transcription), analytical/organizational and time management skills, along with an attention to detail
- Exceptional customer service skills and, friendly and professional telephone skills
- Bilingualism (English and French) required
- Completion and maintenance of standing (per regulatory requirements) for the following required courses: Canadian Securities Course (CSC) 1 must be completed within 7 weeks of the start date, Canadian Securities Course (CSC) 2 must be completed within 15 weeks of the start date, OR Completion and maintenance of Chartered Financial Analyst (CFA) certification level 1 or any higher levels of the CFA program, AND Conduct Practices Handbook (CPH) must be completed within 22 weeks of the start date, Derivative Fundamentals and Options Licensing Course (DFOL) must be completed within 44 weeks of the start date.
Responsibilities
- Proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing
- Work within specified performance metrics for all client communications (verbal or written)
- Uphold a professional image of RBC and RBC Direct Investing Inc. at all times
- Actively promote the capability and functionality of the RBC Direct Investing website and mobile capabilities, proactively identifying self-service opportunities for clients
- Provide helpful and engaging, knowledgeable, accurate, responsive, and professional services to clients, including prompt and courteous completion of trade instructions via telephone, or electronic means, all within regulatory requirements and guidelines
- Understand and apply industry rules and regulations (e.g. CIRO, Provincial, etc.), as well as RBC Enterprise and RBC Direct Investing Inc. policies and procedures to all activities performed
- Accurately execute client instructions within defined authorities and ensure clients have the means to meet trade settlement obligations.
Preferred Qualifications
- Prior completion and maintenance of standing (per regulatory requirements) with the Canadian Securities Course (CSC), Conduct Practices Handbook (CPH) & Derivative Fundamentals and Options Licensing Course (DFOL)
- Fluency in Mandarin and/or Cantonese